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About the Role

Nationwide Financial is seeking a Financial Planner to join its Retirement Solutions team, supporting plans on the East Coast. This role is crucial for delivering extraordinary care and helping individuals and businesses prepare for and protect their future within a Fortune 100 company.

Responsibilities

Advises customers and sales representatives on retirement income plan development, including product features, administrative procedures, and new product recommendations.
Reviews and prepares comprehensive financial plans and needs-based assessments using approved financial planning software.
Prepares alternatives and recommendations, framing plans for client presentation and delivery.
Partners with Sales to monitor proposal status and outcomes.
Develops and conducts producer training both in the corporate office and in the field.
Ensures compliance with all regulatory requirements, laws, rules, and regulations.
Adheres to firm compliance and supervisory policies, including anti-money laundering/Office of Foreign Asset Control and privacy policies.
Compiles marketing intelligence, including sales activity, production, frequently asked questions, and customer objections.
Researches complex technical questions for the sales force on products, planning issues, tax issues, Social Security, and other retirement financial concerns.
Conducts periodic retirement planning seminars for customers and producers virtually and in person.
Assists in entity-level presentations regarding retiree services.
Maintains awareness of legal environment changes impacting investments, retirement plans, and insurance products, collaborating with relevant departments for compliance.
Acts as a technical resource for communications on retiree marketing efforts.
Maintains detailed records of customer interactions, recommendations, and actions according to regulations.
May perform other duties as assigned.

Requirements

Must possess Certified Financial Planner (CFP) designation.
Must possess FINRA 6, 63, 65 (or 7/66) licenses.
Must possess life insurance licenses.
Associates must obtain required federal and/or state licenses/registrations within the time period designated by the business unit.
Additional licenses/registrations may be required when new products and services are implemented.
Failure to acquire required licenses/registrations within the designated time period will result in ineligibility for the position.
A valid credit and/or background check will be required as part of the selection process due to fiduciary account abilities.

Skills

Knowledge of Profiles or Money Guide Pro or similar financial planning software.
In-depth understanding of the industry, financial concepts, product knowledge, investment management, and client service strategies.
Knowledge of investment products.
Familiarity with property and casualty distribution is a plus.
Superior analytical, organizational, research, initiative, and multi-tasking skills.

Location

East Coast (Northeast to Southeast)
Remote
Within any of the lower 48 U.S. states

Work Type

Fully remote
Occasional travel

Experience Level

G2 band role
Two years of experience in the financial services industry with specialization in financial planning

Education Level

Bachelor’s degree in finance

Salary/Compensations

National salary range for Financial Planner: $87,000.00-$162,000.00
Expected starting salary range for Financial Planner: $87,000.00 - $131,000.00

Benefits

Medical/dental/vision
Life insurance
Short and long term disability coverage
Paid time off (minimum 18 days per year)
Nine paid holidays
8 hours of Lifetime paid time off
8 hours of Unity Day paid time off
401(k) with company match
Company-paid pension plan
Business casual attire

About the Company

Nationwide is a Fortune 100 company with nearly $70 billion in annual sales.
Nationwide delivers extraordinary care to help individuals and businesses prepare for and protect their future.
At Nationwide, 'on your side' reflects a commitment to customers and partners.
Nationwide Mutual Insurance Company, its affiliates and subsidiaries comply with the Iowa Smokefree Air Act.

Equal Opportunity

Nationwide is an equal opportunity employer.
Nationwide celebrates diversity and is committed to creating an inclusive culture.
Nationwide prohibits discrimination and harassment and affords equal employment opportunities to employees and applicants without regard to any characteristic (or classification) protected by applicable law.
Smoking is prohibited in all enclosed areas on or around company premises as well as company issued vehicles.
The company offers designated smoking areas in which smoking is permitted at each individual location.
The Act prohibits retaliation for reporting complaints or violations.